Westwood Holdings Group IncWHG
Price$18.63Intrinsic value$13.8126% below price

Valuation

How Intrinsic Value compares with model outputs

Intrinsic Value $13.81median of 5 methods · middle span $9-$17based on filings through 30 Jun 2026
Market Price $18.63Price as of 30 Sep 2026
Margin of Safety -25.9%as of 30 Sep 2026

Valuation methods vs. Market Price

Company vs. peer median Members

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Assumptions

ParameterValue
Years 1–5: analyst growth pathFive-year total matches analyst consensus exactly. Year 1: 2.4% (near-term consensus, capped) · years 2–5: -10.2%/yr (balance of the path).-7.8% per year
Years 6–10: glide to demonstrated growth
Per-year rates
Yr 6-7.5%Yr 7-4.9%Yr 8-2.3%Yr 90.4%Yr 103.0%
-10.2% → 3.0%
Years 11–20: glide to long-run rate
Per-year rates
Yr 113.0%Yr 123.0%Yr 133.0%Yr 143.0%Yr 153.0%Yr 163.0%Yr 173.0%Yr 183.0%Yr 193.0%Yr 203.0%
3.0% → 3.0%
Beyond year 20: terminal growthPerpetual long-run rate3.0%
Historical EPS growth (multi-year median)median of 2 windows (6/7y) (limited history)-7.8%
Discount rate (cost of equity) 8.1%
Volatility vs market (adjusted beta)0.71

Valuation Detail Members

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Assumptions Sandbox Members

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Compare with peers

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Best in rowHigher is betterLower is better—Data not available
TargetWestwood Holdings Group IncWHGFinancials
Valuation
P/E21.4×
P/S1.8×
P/B1.4×
EV / Revenue—
EV / EBITDA—
Profitability
Gross margin—
Operating margin-599.0%
Net margin5.7%
FCF margin18.4%
Returns
ROE4.6%
ROA3.8%
ROIC5.6%
Growth
Revenue growth (YoY)7.4%
5-yr fwd EPS growth—
Financial strength
Debt / Equity0.00×
Current ratio—
Altman Z-Score—
Interest coverage—
Dividend yield2.4%

Best value in each row is highlighted. Figures are periodic snapshots from the same filings used across each dossier; a dash means the figure is not available.

AI-assisted, source-linked narrative; figures from company filings (SEC EDGAR) and market data. Dates shown per section. Not investment advice. Terms of Use.